Question 1

How many shares of FDBC does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 41,249 shares of FDBC (FIDELITY D & D BANCORP INC).

Question 2

What is Creative Planning's FDBC position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's FDBC position is worth $2.1M.

Question 3

Is Creative Planning buying or selling FDBC?

Accepted Answer

In 2026-Q2, Creative Planning increased their FDBC position (+0.4% change in shares).

Question 4

When did Creative Planning first buy FDBC?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in FDBC in 2024-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	41,249	+0.4%	$2.1M	0.0%	$51.02	26
2026-Q1	Increased	41,101	+0.2%	$1.8M	0.0%	$42.53	26
2025-Q4	Increased	41,037	+0.3%	$1.8M	0.0%	$42.38	26
2025-Q3	Increased	40,933	+0.3%	$1.8M	0.0%	$42.27	26
2025-Q2	Decreased	40,798	-0.0%	$1.9M	0.0%	$43.94	0
2025-Q1	Increased	40,805	+0.0%	$1.7M	0.0%	$39.38	26
2024-Q4	Unchanged	40,794	0.0%	$2M	0.0%	$45.78	0
2024-Q3	Decreased	40,794	0.0%	$2M	0.0%	$45.95	0

FDBCShowing 8 of 12 quarters

FDBC
Showing 8 of 12 quarters